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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 6976 |
6976
Providence Financial Advisors
Overland Park,
Kansas
| $176M | +$346K | +0.2% | 11.4% | – | 65 | 16.92% | 0.6 |
|
| 6977 |
6977
Stone Loft Wealth Management
West Chester,
Pennsylvania
| $176M | +$35.9M | +26% | 9.42% | – | 31 | 6.45% | 0.4 |
|
| 6978 |
6978
Rainier Family Wealth
Tacoma,
Washington
| $176M | +$26.7M | +18% | 14.1% | – | 104 | 12.5% | 1 |
|
| 6979 |
6979
Millbank Dartmoor Portsmouth
Asheville,
North Carolina
| $176M | +$22M | +14% | 14.2% | – | 2 | 0% | 0.4 |
|
| 6980 |
6980
Resolute Wealth Advisor
Findlay,
Ohio
| $176M | -$5.94K | -0% | 12.9% | – | 78 | 0% | 1 |
|
| 6981 |
MJPC
6981
Michael J. Porro & Co
Old Tappan,
New Jersey
| $176M | +$48.4M | +38% | 55.1% | – | 149 | 16.11% | 0.4 |
|
| 6982 |
6982
Pelham Capital
London,
United Kingdom
| $176M | +$48M | +38% | 23.4% | 135% | 12 | 25% | 1.7 |
|
| 6983 |
6983
Flavin Financial Services
Melbourne,
Florida
| $175M | +$26.9M | +18% | 8.94% | – | 86 | 22.09% | 1.1 |
|
| 6984 |
WPA
6984
Wealth Preservation Advisors
Chattanooga,
Tennessee
| $175M | +$55M | +46% | 14.3% | – | 1,041 | 92.03% | 1.1 |
|
| 6985 |
6985
Capstone Capital
Henderson,
Nevada
| $175M | +$19.8M | +13% | 11.1% | 62.8% | 27 | 22.22% | 1.7 |
|
| 6986 |
6986
Elevate Wealth Advisory
Athens,
Georgia
| $175M | +$16.7M | +11% | 8.78% | 49.5% | 134 | 11.94% | 2 |
|
| 6987 |
6987
Buttonwood Financial Group
Kansas City,
Missouri
| $175M | +$12.4M | +8% | 16.8% | 77.9% | 33 | 9.09% | 1.9 |
|
| 6988 |
GCA
6988
Gallagher Capital Advisors
Argyle,
Texas
| $175M | +$21.4M | +14% | 12.6% | – | 76 | 19.74% | 1 |
|
| 6989 |
6989
Basepoint Wealth
Cedar Rapids,
Iowa
| $175M | -$6.73K | -0% | 2.61% | 113% | 709 | 20.31% | 0.9 |
|
| 6990 |
JMBA
6990
J. M. Brown & Associates
Tulsa,
Oklahoma
| $175M | – | – | 27.2% | – | 167 | – | 0 |
|
| 6991 |
6991
CNO Financial Group
Carmel,
Indiana
| $175M | +$235K | +0.1% | 0.14% | – | 8 | 0% | 1.6 |
|
| 6992 |
6992
Credit Capital Investments
Livingston,
New Jersey
| $175M | +$64.5M | +59% | 111% | 500% | 49 | 34.69% | 1.6 |
|
| 6993 |
6993
Pring Turner Capital Group
Alamo,
California
| $175M | +$8.46M | +5% | 6.63% | 70.8% | 76 | 9.21% | 4.8 |
|
| 6994 |
6994
CogentBlue Wealth Advisors
Knoxville,
Tennessee
| $175M | +$25.8M | +17% | 16.3% | – | 108 | 32.41% | 0.9 |
|
| 6995 |
6995
Hansen & Associates Financial Group
Roseville,
California
| $174M | -$11.3M | -6% | 4.85% | – | 48 | 18.75% | 0.7 |
|
| 6996 |
6996
Boyar Asset Management
New York
| $174M | -$1.34M | -0.8% | 16.3% | 75.5% | 81 | 8.64% | 7.7 |
|
| 6997 |
SV
6997
Stilwell Value
New York
| $174M | +$7.5M | +4% | 4.01% | 87.9% | 26 | 11.54% | 5.3 |
|
| 6998 |
6998
Alterna Wealth Management
Houston,
Texas
| $174M | +$42.3M | +32% | 8.59% | 52.9% | 124 | 27.42% | 2.5 |
|
| 6999 |
6999
Accelerate Investment Advisors
Aliso Viejo,
California
| $174M | +$24.4M | +16% | 13.5% | – | 156 | 19.23% | 1.1 |
|
| 7000 |
7000
Patrick M. Sweeney & Associates
Libertyville,
Illinois
| $174M | +$18.1M | +12% | 15.6% | 90.4% | 178 | 11.24% | 2 |
|